PPSG
BCR

Princeton Portfolio Strategies Group’s CR Bard Inc. BCR Stock Holding History

Princeton Portfolio Strategies Group’s Portfolio BCR Stock Details BCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9,303
Closed -$3.08M – 162
2017
Q4 		$3.08M Sell
9,303
-450
-5% -$149K 0.84% 41
2017
Q3 		$3.13M Sell
9,753
-198
-2% -$63.3K 0.85% 43
2017
Q2 		$3.15M Sell
9,951
-122
-1% -$36.2K 0.9% 38
2017
Q1 		$2.5M Sell
10,073
-781
-7% -$188K 0.74% 45
2016
Q4 		$2.44M Sell
10,854
-50
-0.5% -$10.9K 0.77% 48
2016
Q3 		$2.45M Sell
10,904
-446
-4% -$100K 0.77% 47
2016
Q2 		$2.67M Sell
11,350
-145
-1% -$31.5K 0.86% 44
2016
Q1 		$2.33M Sell
11,495
-855
-7% -$161K 0.79% 44
2015
Q4 		$2.34M Buy
12,350
+1,375
+13% +$258K 0.83% 44
2015
Q3 		$2.04M Sell
10,975
-1,800
-14% -$341K 0.83% 46
2015
Q2 		$2.18M Buy
12,775
+300
+2% +$51.3K 0.77% 50
2015
Q1 		$2.09M Sell
12,475
-25
-0.2% -$4.29K 0.81% 51
2014
Q4 		$2.08M Buy
12,500
+224
+2% +$36.2K 0.83% 52
2014
Q3 		$1.75M Sell
12,276
-150
-1% -$22.2K 0.74% 56
2014
Q2 		$1.78M Buy
+12,426
New +$1.78M 0.76% 53

Other funds holding BCR

Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Princeton Portfolio Strategies Group's BCR Position: Q1 2018 in Review

Princeton Portfolio Strategies Group sold out of CR Bard Inc. (BCR) in Q1 2018, closing a stake of 9,303 shares — an estimated $3.08M sold.

Princeton Portfolio Strategies Group first reported a position in BCR in Q2 2014 and held it in 15 quarters. The position peaked at $3.15M in Q2 2017. 3 funds tracked by Wall St. Rank hold BCR as of Q1 2018.

  • Princeton Portfolio Strategies Group reported no remaining CR Bard Inc. position as of Q1 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 9,303 CR Bard Inc. shares in Q1 2018, an estimated $3.08M.
  • Princeton Portfolio Strategies Group first reported a position in CR Bard Inc. in Q2 2014 and held it in 15 quarters.
  • Princeton Portfolio Strategies Group's CR Bard Inc. position peaked at $3.15M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held CR Bard Inc. as of Q1 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q1 2018, filed 15 May 2018.